Paterson
Paterson (formerly Rupeeting) is a SEBI-registered investment advisor, offering expertly curated smallcases along with personalised portfolio advisory across stocks and mutual funds. Every smallcase is research-backed, crafted with high quality stocks, curated for investors with an edge. In simpler words, Paterson is your trusted partner for all things wealth. We’re a team of seasoned fundamental analysts and investment professionals, committed to long-term wealth creation through disciplined, research-backed strategies. Paterson is one of India’s oldest and most respected financial services companies with a legacy that dates back to 1935.
Paterson
Paterson (formerly Rupeeting) is a SEBI-registered investment advisor, offering expertly curated smallcases along with personalised portfolio advisory across stocks and mutual funds. Every smallcase is research-backed, crafted with high quality stocks, curated for investors with an edge. In simpler words, Paterson is your trusted partner for all things wealth. We’re a team of seasoned fundamental analysts and investment professionals, committed to long-term wealth creation through disciplined, research-backed strategies. Paterson is one of India’s oldest and most respected financial services companies with a legacy that dates back to 1935.
Managed by
Paterson
90+ years experience
Welcome to Paterson.
We are a 90+ year old SEBI-registered wealth management organisation helping high earners and retail investors with expertly curated portfolios to meet all financial needs.
Our secret sauce?
A rigorous investment framework that combines compelling business stories, superior earnings, smart valuations, and timely triggers ensuring meaningful wealth creation.
Powered by an in-house team of seasoned analysts and portfolio managers, we don’t just pick stocks, we craft strategies that protect, grow, and evolve your wealth.
Our smallcases
We offer a wide range of thematic smallcases across sectors, designed to suit different risk appetites and financial goals, bringing you the benefits of professional asset allocation and active management with the convenience of a simple digital experience.
With Paterson, it’s not just investing - it’s intelligent, personalised wealth management made accessible for all ambitious individuals.
All Things Wealth. One Trusted Partner.
Click here to follow us on Twitter
Welcome to Paterson.
We are a 90+ year old SEBI-registered wealth management organisation helping high earners and retail investors with expertly curated portfolios to meet all financial needs.
Our secret sauce?
A rigorous investment framework that combines compelling business stories, superior earnings, smart valuations, and timely triggers ensuring meaningful wealth creation.
Powered by an in-house team of seasoned analysts and portfolio managers, we don’t just pick stocks, we craft strategies that protect, grow, and evolve your wealth.
Our smallcases
We offer a wide range of thematic smallcases across sectors, designed to suit different risk appetites and financial goals, bringing you the benefits of professional asset allocation and active management with the convenience of a simple digital experience.
With Paterson, it’s not just investing - it’s intelligent, personalised wealth management made accessible for all ambitious individuals.
All Things Wealth. One Trusted Partner.
Click here to follow us on Twitter
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